CSA Locator - Find A Certified Senior Advisor
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Rick Fox

Certified since 2019-05-07
Email: rick.fox@curaepbm.com
Phone: 804-500-0922
Location: 1806 Summit Ave, Suite 300
Richmond, Virginia 23230
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Main Industry:
Financial Services
Specialty:
Accounting Services, Daily Money Management
Description of Services:

A Personal Business Manager is a person who performs day-to-day financial transactions and personal business tasks for any individual, family, or busy professional that is unable or does not have the time or desire to perform the tasks themselves. We care for your personal financial matters, so you don’t have to. I founded Curae- Personal Business Management to serve the daily money management needs of seniors, high net worth individuals and busy professionals. Let us be your personal business manager and give you peace of mind and freedom to focus on what’s most important to you. Visit us at https://curaepbm.com/.

Biographical Information:

With over 35 years of experience in the accounting and technology, I am a Certified Public Accountant (CPA) and founded Curae- Personal Business Management to help those who can't or don't want to manage their daily money management needs themselves. Member: AICPA, Virginia Society of CPAs and the American Association of Daily Money Managers.

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